Manager, Financial Operations Resume Samples

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VW
V Ward
Victor
Ward
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+1 (555) 255 2220
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Boston
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p +1 (555) 255 2220
Experience Experience
Los Angeles, CA
Manager Financial Operations
Los Angeles, CA
Ondricka-Rippin
Los Angeles, CA
Manager Financial Operations
  • Monthly financial forecasting and analysis, coordination with departmental management regarding forecasting
  • Participate and consult on AOP strategy planning, PPM process, strategic & financial planning process, communication and education to the expanded team
  • Long range financial planning and annual budgeting
  • Work with event managers, to collect funding data, and manage collections of EMEA and Global budgets from internal departments. Provide quarterly updates
  • Partner with VPs/Directors/Managers to provide guidance and direction related to financial matters and decision-making
  • Responsible for all aspects of managing and leading a team including: interviewing, hiring, training, developing, directing work and processes, managing performance, recognizing, and rewarding employees
  • Works with operations leader and managers to prepare all threshold and non-threshold requests within the specified guidelines and time frame during the annual capital budgeting process
San Francisco, CA
Manager, Financial Operations
San Francisco, CA
Halvorson, Kub and Windler
San Francisco, CA
Manager, Financial Operations
  • Review and analyze performance and quality metrics in order to identify inefficiencies and drive improvements in daily processing activities of the team members
  • Ensure that all A/P and A/R activities in support of the segment are being completed in accordance with SLA’s and other performance goals
  • Research, troubleshoot, and correct inquiries in regards to data entries and account discrepancies where identified
  • Coordination with IT on any system issue related to processing
  • Manage Daily interfaces for all Land companies
  • Work with other segment FinOps managers, directors and the VP Global Financial Operations as they standardize processes across the Land segments
  • Oversee and direct the workflow for the specific areas processed or managed by the Global Financial Operations team in the Miami and Minnesota offices
present
Philadelphia, PA
Manager, Financial Operations Lif
Philadelphia, PA
Jaskolski-Bosco
present
Philadelphia, PA
Manager, Financial Operations Lif
present
  • Collaboration with Product Development, IT, Systems, External Fund Managers and Administrative platforms
  • Project management responsibilities supporting product and fund marketing initiatives
  • Oversight and management of the Unit Value Trade system (UVTS)
  • Business partner and vendor relationship management
  • Leadership and development of a team of 6-7 associates
  • Production support and problem management
  • Oversight and coordination of SOX assertions, evaluation and control testing
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Georgetown University
Bachelor’s Degree in Finance
Skills Skills
  • Excellent computer skills including proficiency in the use of spreadsheet, database and word processing software
  • Detail-oriented and focused on accuracy
  • Demonstrated ability to work with Senior Leadership team
  • Create operational and quality metrics that identify trends and fosters improvement in team performance
  • Ability to effectively prioritize & multi-task in high volume workload situations
  • Strong abilities to create presentations, reporting and well spoken
  • Strong analytical skills
  • Strong understanding of financial reporting
  • Demonstrated project management skills, with the ability to multi-task and complete multiple projects independently
  • Demonstrated ability to influence rather than exert direct control over business decisions
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15 Manager, Financial Operations resume templates

1

Manager, Financial Operations Lif Resume Examples & Samples

  • Responsible for oversight of daily financial operations supporting Individual Variable Life, Annuity and Private Placement products (subaccount pricing, trading and performance functions)
  • Leadership and development of a team of 6-7 associates
  • Oversight of all BAU activities
  • Production support and problem management
  • Ongoing evaluation and implementation of operational controls and procedures
  • Management of daily, monthly and annual operational tasks, reconciliations and deliverables
  • Business partner and vendor relationship management
  • Support of audit inquiries from Internal Audit, PwC and D&T on operational tasks and responsibilities
  • Oversight and coordination of SOX assertions, evaluation and control testing
  • Project management responsibilities supporting product and fund marketing initiatives
  • Oversight and management of the Unit Value Trade system (UVTS)
  • Oversight of all implementations into UVTS, User Acceptance Testing cycles and system upgrades
  • Collaboration with Product Development, IT, Systems, External Fund Managers and Administrative platforms
  • Support of new business integrations
  • Security, system recertifications and BCP responsibilities
  • Bachelors Degree in a business curriculum, such as Finance or Economics
  • Strong analytical skills including the ability to think critically and logically
  • Excellent decision-making and problem solving skills
  • Proven problem solver
  • 5+ years of financial operations and managerial experience
2

Manager, Financial & Operations Analysis Resume Examples & Samples

  • Translate raw financial & operational data into meaningful conclusions
  • Manage and become internal knowledge expert on revenue variations, forecasting and budgeting analysis for General Licensing & Media Markets
  • Maintain and manage multiple historical analysis on various General Licensing and Digital Markets
  • Provide financial analysis support to sales management as needed
  • Manage and become internal knowledge expert on departmental expense variations, forecasting and budgeting analysis for Licensing Departments
  • Ensure all expense related justifications are tracked by various department representatives, establishing ongoing communication to support variance explanations
  • Prepare midyear and annual commission calculations from input supplied by department managers
  • Assist in market/financial research required to develop new license structures
  • Support ad hoc analysis requests as requested to support decisions both within Licensing and other departments
  • Present results of analysis in a concise, highly efficient, and helpful manner to Senior Management on a regular basis
  • Represent Licensing Financial Operations in special projects as needed
  • Minimum of two years of either financial analysis and/or research in the Broadcast or Cable Media Industry
  • At least two years of quantitative skills in summarizing data
  • Strong Microsoft Access Skills to pull data from system tables and create data sets for analysis as needed and or strong TOAD querying skills
  • Excellent Microsoft Excel skills with desire/aptitude to utilize and implement advanced Excel features/formulas in various models
  • Problem Solving and Analysis skills
  • Planning and Organization skills
3

Manager, Financial & Operations Analysis Resume Examples & Samples

  • Manage and become internal knowledge expert on revenue variations, forecasting and budgeting analysis for selected General Licensing & Media Licensing markets
  • Assist in presenting financial results, forecasts, to senior management as needed
  • Maintain and manage multiple historical analysis on various General Licensing and Media Markets
  • Assist in preparation of annual Licensing Budget in selected markets
  • Gather, organize, automate, and present data for various audiences
  • Convert BMI data from Oracle financials, SMS operational data, Salesforce operational data, third party data into staged formats for use in financial modeling
  • Design, program, and support online reports utilizing SSRS to display real time financial models for multiple levels of management
  • Use programming knowledge to write SQL Queries utilizing Toad or SQL Server, write automated scripts staging internal BMI data
  • Design, program, and support online simulation/forecast model for forecasting the monthly changes in the reserve balance
  • Design, program, and support online Cable Network market model allowing interactive review of Cable Network results and forecasts
  • Design, program, and support online Radio Industry model reflecting industry annual reporting tracking and projecting FYE results
  • Program, manage, and support the monthly Sales Commission online calculation tool
  • Provide expertise, insight, direction to other data analysts as needed
  • Strong SQL skills to pull data from system tables and create data sets for analysis as needed
  • SSRS and SQL Server skill set to automate data manipulation processes
  • Ability to present complex data to various levels of management with the ability to adjust to appropriate audience
  • Problem solving-ability to assess projects and apply the best analysis techniques
  • Constant desire to understand complex business scenarios
  • Quantitative skills supporting conclusions with data results
  • Motivated and self-starter
  • Ability to adapt to shifting priorities as needed
  • Analytical skills – Ability to organize large amounts of raw data in meaningful summarization
  • Prioritization skills
4

Manager Financial Operations Resume Examples & Samples

  • Manage and coordinate for the assigned organizations the following processes with respect to O&M and capital expenditures
  • Monthly financial forecasting and analysis, coordination with departmental management regarding forecasting
  • Provide supervision, coaching and professional development for staff of analysts
  • Support maintenance of formal, standardized processes and controls for each key responsibility
5

Manager, Financial Operations Resume Examples & Samples

  • Review and analyze performance and quality metrics in order to identify inefficiencies and drive improvements in daily processing activities of the team members
  • Research, troubleshoot, and correct inquiries in regards to data entries and account discrepancies where identified
  • Coordination with IT on any system issue related to processing
  • Manage Daily interfaces for all Land companies
  • Work with other segment FinOps managers, directors and the VP Global Financial Operations as they standardize processes across the Land segments
  • Oversee and direct the workflow for the specific areas processed or managed by the Global Financial Operations team in the Miami and Minnesota offices
  • Analyze and develop recommendations for the redesign of workflow to standardize the A/P and A/R processes across the assigned companies as much as possible
  • Act as the main interface to Commercial Ops and sales teams
  • Escalation of any processing, personnel, performance or team related issues along with timely resolution of non-routine situations
  • Manage, coach, train, support and motivate FinOps staff in Miami
  • Help to transition team from existing system to any new improved system and enterprise resource planning system
6

Manager, Financial Operations Resume Examples & Samples

  • Oversee all settlement and collection efforts to settle debts and receivables with wholesale roaming partners across the globe
  • Insure that discount calculations are performed timely and accurately and that the proper controls are in place
  • Timely settlement and collection of discount contracts
  • Insure SOX compliance
  • Manage staff to insure timely and accurate settlement of monthly roaming accounts receivable and payables
  • Oversee monthly reporting processes and reconciliations
  • Manages the support of quarterly audits and insures timely completion of all supporting requirements
  • Manages a team of senior analysts and provides ongoing training and coaching
  • Build successful relationships/partnerships internally within Finance organization as well as with the appropriate business units within T-Mobile
  • Ownership of all roaming settlement processes, identifying risks and areas of opportunity and providing recommendations to the business
  • Also responsible for other Duties/Projects as assigned by business management as needed
  • 2-3 years of experience working in a related industry with strong financial operations experience
  • 2-3 years supervisory experience or equivalent to include collections management
  • Bachelor's degree or 4-5 yrs of financial operations experience
  • SQL preferred
  • At least 18 years of age. Legally authorized to work in the United States. High School Diploma or GED. Pre-employment background screen
7

Manager, Financial Operations OCB Ops Resume Examples & Samples

  • Manages “start to finish” outside collection agencies dispute support, ensuring requests for information and disputes are managed within SLA’s. Owns relationship with resolution agency on all post dispute account actions
  • Partners with internal customer escalation departments to provide any data or information requirements on written off accounts
  • Acts as primary liaison with third party outsourcing partners, ensuring quality and volume SLA’s are maintained, training and documentation coordinated and all aspects of statement of work managed and maintained
  • Manages the bankruptcy support process, ensuring timely response to bankruptcy filings and account treatments on all consumer and business accounts. Liaison with Legal on escalations and policy issues. Owns relationship with third party bankruptcy support partner and actively looks for opportunities to increase recovered revenues and/or reduce company risk
  • Liaisons with OCB Compliance Manager to ensure all areas of regulatory audits are performed and maintained as needed
  • Partners with individual collection agencies to ensure all aspects of operational processes well communicated and any issues prompted addressed and resolved
  • Performs and maintains risk assessments and testing, ensuring key controls are documented and tested as scheduled
  • 7 years Financial Operations experience
  • 3-5 years people management experience
8

Manager, Financial Operations Partner Resume Examples & Samples

  • Interaction across multiple operating systems within Assurant including ePrism, iSeries, Great Plains and CVision as well as a clear understanding of the corresponding systems that manage partner contracts as well as customer claims. The role will assume responsibility for overall knowledge of the business model, developing best business practices from launch forward and thorough daily monitoring of these systems for alignment with the business model
  • Work with the Account Executives at each client, the operational and finance team, the finance team associated with the iSeries as well as develop a relationship with our counterparts at our Business Partner location. This new strategic initiative has impact across many Assurant entities and systems. This role will need to work with the Account Executive staff and wireless clients to manage overall product structures and reporting needed to support the initiative, manage the reconciliation of the enrollment data used in claims processing with the cost and monthly expense amortization coming from the iSeries, review and reconcile the inventory and invoice reconciliation associated with the back end flow of devices through mobile systems, CWork (Great Plains, CVision) and The Signal (ePrism)
  • Reconciliation of data across our internal systems and our Business Partner's systems to make sure our systems and processes are aligned and functioning as they were designed. – 35%
  • Troubleshooting and identifying potential red flag issues that need to be resolved, develop plans to resolve and follow through to resolution - 15%
  • Measure effectiveness of current processes and work with all those affected to make changes when necessary - 25 %
  • Develop effective reporting for management to understand the impact of the strategic initiative – 25%
  • BA/BS Degree Business Administration/Finance
  • 5+ years of prior managerial experience in financial operations (all facets)
  • Strong Excel modeling
  • Ability to Travel when needed estimated at 10%. The amount of time needed to travel will need to be determined as the role dictates. Putting this in as a requirement so that the candidate does realize that they will need to be able to travel when needed
9

Senior Manager, Financial Operations Resume Examples & Samples

  • Manages employees and first-level managers from more than one finance business management job family and/or other business function
  • Develops and executes integrated departmental plans, policies and procedures and provides input on departmental business and technical strategies, goals, objectives
  • Acquires resources for department activities, provides technical management of suppliers and leads process improvements
  • Develops and maintains relationships and partnerships with customers, stakeholders, peers, partners and direct reports
  • Provides oversight and approval of technical approaches, products and processes
  • Manages, develops and motivates employees and first-level managers
  • This position must meet Export Control compliance requirements, therefore a “US Person” as defined by 22 C.F.R. § 120.15 is required. “US Person” includes US Citizen, lawful permanent resident, refugee, or asylee
  • 3 years or more of demonstrated leadership experience with a strong background in business/finance operations
  • Experience participating in program reviews and productivity improvement activities
  • Experience working with Operations senior leadership and other Business Unit counterparts to lead business strategies across the organization
  • Bachelor's Degree in a related field such as finance, accounting, business management or similar preferred
  • Demonstrated experience influencing the development of functional and organizational objectives
  • Experience overseeing daily operations of business teams
  • Experience communicating with Executive leadership
  • Demonstrated independent judgment, initiative and flexibility
  • Successful candidate must develop and motivate employees, excel in a fast-paced environment and be adept at working across organizational boundaries
10

Manager, Financial Operations Dept Resume Examples & Samples

  • Requires 3-4 years experience with operations, financial reporting and analysis, audit guidelines, budgeting and multi-state operations and processes; or any combination of education and experience, which would provide an equivalent background
  • One to three years of management experience preferred (remote and onsite)
  • Proven process improvement experience preferred
  • Medicare/Medicaid/Government experience preferred
  • Experience analyzing inventory data in healthcare preferred
  • Proficiency with Excel required
  • Ability to manage, coach and mentor a diverse team of associates needed
11

Manager, Financial Operations Resume Examples & Samples

  • 5 years financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience
  • Familiarity with FASB requirements
  • Experience implementing process improvement
  • Proven verbal and written communication skills, customer service orientation, and decision-making skills
  • Ability to establish and follow processes in a respectful manner, engage people, and listen to multiple viewpoints
  • Comfortable interacting with colleagues at all levels of the organization, including senior leadership
  • Ability to present financial information to colleagues with non-financial backgrounds
  • Demonstrated ability to influence rather than exert direct control over business decisions
12

Manager, Financial Operations Resume Examples & Samples

  • Communication with hospital financial teams and Division Finance Staff on a multitude of issues including month end close, policy changes, reporting deadlines, variance resolution, education and training, and projections
  • Maintain Division and Division consolidated financial templates including payroll, key statistics, weekly, monthly and quarterly volume and financial projections, and others
  • Conduct analytical reviews of financial results vs. targets, benchmarks, and prior period results. Devise strategies to improve financial results. Recommend solutions to Senior Management and Division Leadership
  • Other special projects as assigned
  • 2 + years acute care hospital or health system financial management experience required
  • Minimum five years’ experience in accounting or financial reporting
  • Previous experience with Predictive analytics, Dashboards, Medhost General Ledger, ESSBASE, Cognos and Kronos preferred
  • High skill level with Microsoft Excel including the ability to build Pivot Tables and use V-lookups required
13

Manager, Financial Operations Resume Examples & Samples

  • Set team direction, resolve problems and provide guidance to members of own team
  • Adapt departmental plans and priorities to address business and operational challenges
  • Influence or provide input to projects, integrations and planning activities
  • Service or process decisions are most likely to impact multiple groups of employees and/or customers (internal or external)
  • Responsible for handling of executive level escalations within Financial Operations
  • Must be a self-manager, capable of presenting to senior level executives
  • Strong abilities to create presentations, reporting and well spoken
  • Writes and conducts evaluations, develops and implements performance plans, mentors and provides overall guidance to his / her direct reports
  • Ensures the team is properly developing policies and procedures for new products and integrations
  • Tracks progress and notifies management of issues that require escalation, and assumes responsibility for resolving or coordinating the resolution of system and process issues
  • Develops and implements operational and support standards, policies and procedures and ensures compliance
  • Oversees the issue resolution process and insures timely escalation of issues as appropriate
  • Participates in maintaining department budgeting, scheduling and staffing
  • Ability to effectively prioritize & multi-task in high volume workload situations
  • Bachelor's Degree or equivalent work experience
  • 5+ years of leadership of employees including direct and indirect employees
  • 2+ years of General Ledger experience
  • Intermediate level skills with MS Office (Access, Excel, Visio, Word and PowerPoint)
  • 3+ years of Financial System Experience - Preferably Oracle eBusiness Suite
  • 2+ years of experience with Process Improvement
  • 3+ years of providing finished materials (presentations & audit ready data) for auditors external/internal
  • 2+ years of experience managing high dollar disbursement transactions
  • 2+ experience Tax Reporting and 1099s
  • Cash Management and forecast experience
  • Policy and Procedure documentation skill and experience
  • Excellent verbal and written communication skills; ability to speak clearly and concisely, conveying complex or technical information in a manner that others can understand, as well as ability to understand and interpret complex information from others, including but not limited to reimbursement policy standards
  • Strong interpersonal skills, establishing rapport and working well with others
  • Healthcare regulation experience and acumen
  • HIPAA and CORE CAQH knowledge and experience
14

Manager, Financial Operations Resume Examples & Samples

  • Manages team of professionals and managers, identifies top talent, and mentors growth
  • Ablility to select, assess and promote talent and performance manage underperformers
  • Increasing business impact by building collaborative networks internally and externally
  • Ensures sales support functions, including sales order credit, quotas, territories, account assignments, commissions and bonus payments, are performed timely and accurately for Total Endo
  • Oversees selling commissions and collaborates and communicates with sales and accounting management concerning non-standard requests and variances
  • Ensures the accuracy of credit, collections and customer related information, minimizing credit risk, driving collections to ensure company goals with regard to DSO for both cash and Flex Finance orders, and managing our cash position
  • Interacts with sales management to ensure effective communication, collaboration, and approvals
  • Provides analysis of key business issues to senior management
  • Identifies and implements process improvements and controls that enhance efficiency and financial integrity
  • Manages relavant monthly and yearly closing processes
  • Maintains a working knowledge of all operating systems pertaining to the work area
  • Performs other duties as assigned by manager/director
15

Manager Financial Operations Resume Examples & Samples

  • Ensure alignment between corporate financial and departmental goals
  • Provide ad-hoc support to request for business analysis, process improvement efforts, etc
  • Provides accounting services, including reviewing journal entries, maintaining and controlling physical records, and analyzing and reconciling general and subsidiary ledger accounts. Assists in technical accounting and reporting research activities
  • Provide leadership and guidance in the proper application of accounting rules and standards within corporate support
16

Manager Financial Operations Resume Examples & Samples

  • Support global event team in financial needs. Triage daily financial issues with team
  • Support Head of Event Operations and Logistics to drive development, reporting and processes of financial spend via the Global Event Management Tool (EMT)
  • Work with event managers, to collect funding data, and manage collections of EMEA and Global budgets from internal departments. Provide quarterly updates
  • Work with team interns to create and maintain department POs
  • Track Invoices and address any AP challenges. Suggest or enact appropriate solutions. Learn and master internal accounting operation tools, and monitor status of team’s account payables
  • Help the metrics team establish a disciplined reporting structure and understanding of financial process
  • Establish business relationships with management and maintain a positive relationship with marketing business partners, including Sales, Finance, Corporate Marketing, Procurement and Human Resources
  • Participate and consult on AOP strategy planning, PPM process, strategic & financial planning process, communication and education to the expanded team
  • Where appropriate, support the financial planning and management for major events
  • During demanding periods, any member of the events team may be requested to support event preparation and on site activities. Although this should not affect your primary function you will be expected to team up and support your colleagues as required, including international travel
  • A combined background in finance and marketing/events is a must have
  • 5-10 years managerial experience in a large, global corporation with track record of leading high performance work teams in a results driven environment
  • Ability to look at end results and use available tools to investigate and determine likely cause of a situation, then recommend & execute the best possible solution
  • Work closely with events team to handle all financial and budget-related items
  • Ability to follow up with tenacity and pursue a solution to its conclusion
  • Have a general understanding of Event Marketing and Tradeshow Industry
  • Ability to work with people at all levels of the organization all the way up to the CEO office
  • Proven problem solving, project management, organizational, financial, oral and written communication skills required
  • Understand how to establish best practices and facilitate sharing across the organization
  • Proficient in creating and overseeing budgets
  • Thrive in fast-paced environments
  • Self-motivated with the ability to multitask and work independently, as well as work with and within cross-functional teams
  • Strong PC skills and proficient with Microsoft Office, Word, Excel and PowerPoint applications
  • Knowledge of SAP, Salesforce.com and CRM a plus
17

Manager Financial Operations, IS & T Resume Examples & Samples

  • A Bachelor’s degree in Finance, Accounting or General Business is required. A Master’s Degree in Business Administration or CPA is preferred
  • Five years business management experience, with strong financial and financial systems background. Experience in a health-related field preferred
  • Must have the following skills and aptitude
  • The following skills and aptitudes may be required (applicable Service Areas)
  • Good understanding of state and federal regulatory guidelines for applicable service area (including coding and billing)
  • Effective understanding of supply chain processes
  • Strong knowledge of general ledger system, Lawson System software preferred
18

Manager, Financial Operations Resume Examples & Samples

  • Experience with Process Improvement
  • Experience managing high dollar disbursement transactions
  • Experience Tax Reporting and 1099s
19

Manager Financial Operations Resume Examples & Samples

  • 5 years of experience in business management
  • Master’s degree in Business Administration or Certified Public Accountant with experience in a health-related field
  • Strong knowledge of general ledger system/Lawson System software
  • Good written and oral communication and interpersonal skills
  • Skilled at financial analysis and management
  • Conflict resolution and problem-solving skills
  • Good understanding of state and federal regulatory guidelines, including coding and billing, for applicable service area (may be required based on service area)
  • Effective understanding of supply chain processes (may be required based on service area)
  • Demonstrated ability to interpret data into actionable insight that influences a business decision
  • Strong financial and financial systems background
  • Ensures timely and accurate revenue cycle processes for areas of responsibility, including accurate charge capture and daily charge reconciliation
  • Participates in and provides input for annual and ongoing review of charge description master and current procedural terminology codes by attending Reimbursement department meetings
  • Conducts monthly expense, revenue, and volume monitoring through a thorough understanding of the general ledger and budgeting systems
  • Identifies and analyzes variances and works with operations leaders to explain, address, and report to Director, Financial Operations
  • Creates and presents pertinent reports that identify productivity, utilization trends, and any other analyses necessary through a thorough understanding of Children’s Healthcare of Atlanta financial systems
  • Identifies red flags and works with clinical director and/or managers to develop plan to address or sustain and communicates results to Director, Financial Operations
  • Identifies areas of cost, revenue, or utilization improvements and monitors expected outcomes
  • Works with operations leaders to develop profit and loss statements and perform return on investment analyses
  • Works with Financial Planning in partnership with Director, Financial Operations to gain approval of plan
  • Analyzes historical trends and volume projections in partnership with operations leaders and managers to develop annual capital and operating budget for service area
  • Documents assumptions and makes suggestions for improvement
  • Validates staffing and per-unit-of-service metrics with operations leader and Director, Financial Operations
  • Inputs budget in financial system and submits for approval
  • Facilitates and validates data collected from appropriate areas, including leaders, Financial Planning, Marketing, Information Systems & Technology, Strategy, and Business Development for the development of pro formas
  • Partners with Strategy and Business Development to accumulate data points and populate the pro forma
  • Reviews results with operations leader, Financial Planning, and Director, Financial Operations
  • Provides financial education to service area leader and managers
  • Performs forecasting for service area quarterly for the remainder of the year
  • Monitors plan for Vision Endowment
  • Prepares quarterly updates and plans by phase for specific program development
  • Works with operations leader and guides use of restricted funds on a departmental basis for both operations and capital according to the wishes of the donor
  • Works with operations leader to ensure that grants are utilized according to the approved grant application within the allotted time frame
  • Works with operations leader and managers to prepare all threshold and non-threshold requests within the specified guidelines and time frame during the annual capital budgeting process
  • Responsible for all aspects of managing and leading a team including: interviewing, hiring, training, developing, directing work and processes, managing performance, recognizing, and rewarding employees
  • Mentor team members to encourage personal and professional growth
  • Encourage ongoing skill development by providing opportunities for continued education
20

Manager, Financial Operations Resume Examples & Samples

  • Assessing current state of Financial Operations, creating and implementing a change plan that creates global best practices that support the current and future state of the business, with scalability
  • Effectively lead a global Financial Operations Team that delivers outstanding service to internal and external customers Maintain, and where necessary implement new internal control and quality assurance to ensure Cisco Capital properly reflects all transactions within its portfolio
  • Create operational and quality metrics that identify trends and fosters improvement in team performance
  • Establish a team of highly skilled financial operations professionals capable of managing complex clearing and suspense accounts and interfacing with our Accounting counterparts to ensure timely clearance of all transactions, improved customer experience, and proper internal accounting treatment
  • Develop a best practice model for new Onboarding Team and execute the creation and development of this team with the aim of reducing friction on new business, particularly with new products, while ensuring appropriate capabilities exist and controls are met
  • Establish scalable processes for the management of consumption and utilization products within Financial Operations Team Required Knowledge
  • Education & Experience: Bachelor’s Degree Required - Master’s Degree and or CPA preferred
  • 15+ years experience in a multi-national operations environment
  • 10+ years managing Financial Operations platform in a captive or bank lending/leasing organization
  • Advanced accounting and reconciliation skills, including demonstrated experience developing financial operations team and training on critical accounting and reconciliation responsibilities
  • Demonstrated ability to work with Senior Leadership team
  • Demonstrated experience with consumption and utilization models, including the related accounting treatment for bundled products and pass through billing capabilities
  • Demonstrated ability to work cross-functionally leading an onboarding function designed to ensure frictionless adoption of new products or unique deal structures with a focus on ensuring no gaps exist in operational/system capabilities that would prevent proper recording and management of the transactions